Individual & Joint
W-2 income, families, dependents, deductions and multi-state situations.
Nationwide tax preparation • All 50 states
Your money.
Maximized.
Tax preparation built for real life—from W-2s to business income, crypto, investments, gambling winnings and everything in between.
100% digitalYear-round supportClear pricing
Max Results. 5-Star Service. See what Max Tax clients have to say.
MORE THAN SOFTWARE.
A real tax professional in your corner.
Every return gets personal attention, a clear breakdown, and a plan built around your actual situation.
LET'S DO
WORK.
WORK.
Simple return or complicated books—
we don’t flinch at the hard stuff.
What we handle
Tax services that go beyond basic.
Self-Employed & 1099
Independent contractors, side businesses, expenses and quarterly tax needs.
Business Returns
S-Corps, LLCs, K-1s and high-income business filings that need a closer look.
Crypto & Investments
Cryptocurrency, stocks, bonds, dividends and complex transaction reporting.
Amendments & Back Taxes
Corrections, prior-year filings and a clear path forward when returns need work.
Special Situations
Gambling winnings, early 401(k) withdrawals, rental income and more.
No runaround
Here’s how it works.
- 01
Send your information
Complete the Max Tax Guest Sheet and securely provide your tax documents.
- 02
Get a clear quote
We review everything and email your pricing breakdown before work begins.
- 03
We do the work
After payment, your return is prepared with accuracy and personal attention.
- 04
Review and file
You receive updates, review the finished return and get copies for your records.
50
One tax professional. Every state.
Built for clients who expect more.
Steve Roeder founded Max Tax to give individuals and business owners something tax software can’t: an experienced person who listens, explains the numbers and knows how to handle complicated income.
Accurate. Direct. Fully compliant. Always focused on keeping more of your money where it belongs.
Straight answers
Frequently asked questions.
Do you work with clients outside Texas?+
Yes. Max Tax serves individuals and business owners in all 50 states through a fully digital process.
What do I need to get started?+
Complete the Max Tax Guest Sheet and send all income documents, identification and other tax information that applies to your return.
Can you handle a complicated return?+
Yes. Max Tax works with business income, 1099s, K-1s, crypto, investments, gambling winnings, rentals, early retirement withdrawals and other non-traditional income.
How long does preparation take?+
Once all required documents are received and your invoice is paid in full, preparation is generally completed within 72 business hours.
Do you prepare amended returns?+
Yes. You’ll need the filed 1040, a Guest Sheet for that tax year, every document used on the original return and copies of valid identification.
Ready when you are
Let’s maximize your return.
Tell us what you’re working with. We’ll tell you exactly what’s needed next.
Serving individual and business clients nationwide.